B.1 Who Has Authority to Solicit and Accept Gifts?
Spring 1992
Development Policy and Administration Manual
Chapter I. Soliciting and Accepting Private Funds
Section B. Soliciting, Accepting, and Acknowledging Gifts
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WHO HAS AUTHORITY TO SOLICIT AND ACCEPT GIFTS?
The President may solicit and accept all gifts that do not
require Regental authorization (see below), and this authority
has been delegated as follows:
- to Chancellors and to the Vice President--Agriculture
and Natural Resources, within their respective
jurisdictions;
- and to the Vice President--Budget and University
Relations, for gifts that are not designated for a
specific campus or that are designated for use by more
than one campus or on a Universitywide basis. This
authority has in turn been redelegated to the Director-
-Development Policy and Administration.
Chancellors may redelegate this authority at their discretion.
Any redelegation must be in writing, with copies to the Director
--Coordination and Review, the General Counsel of The Regents,
and the Vice President--Budget and University Relations (except
in the case of that Vice President's own redelegations).
Exercise of this authority is subject to the following condi-
tions:
- Whenever there is any ambiguity in the terms of a gift
proposal, the matter must be referred to the General
Counsel for interpretation and advice, with copies to
the Vice President--Budget and University Relations.
- If there is any doubt whether gift terms comply with
the policies of the -University, including those set
forth in the Development Policy and Administration
Manual, the question must be referred to the Vice
President--Budget and University Relations for
interpretation and advice prior to acceptance.
- Gifts to The Regents are to be administered,
documented, and reported in accordance with established
University policies and procedures.
- Gifts to Campus Foundations for the support of
University departments or programs are to be
transferred to the University. Such transfers must be
documented in a manner that satisfies generally
accepted accounting principles, and must be accepted by
an official authorized to accept gifts to The Regents.
- Gifts to University Support Groups are to be
administered, documented, and reported in accordance
with The Regents' Policy on University Support Groups
(see Section II: C.1) and the Systemwide
Administrative Guidelines Governing University Support
Groups (see Section II: C.2).
- Gifts to The Regents shall be accepted in the name and
become the property of The Regents of the University of
California.
Regental Authorization. Regental approval is required to solicit
or accept any gift (including pledges but excluding bequests)
that involves:
- Exceptions to approved University programs and
policies;
- Commitments for more than seven years (including, for
example, commitments for expenditures or commitments to
run academic programs; endowed funds, while held in
perpetuity, and the naming of buildings, which usually
have an economic life far in excess of seven years, are
not considered "commitments for more than seven years"
for purposes of this delegation);
- Obligations on the part of the University to
expenditures or costs for which there is no established
fund source;
- Construction of facilities not previously approved;
- An amount or value in excess of $1,000,000; or
- An interest in real property not for campus-related
purposes or valued in excess of $50,000. (Gifts of
real property for campus-related purposes valued at
$50,000 or less, or for-sale housing units within an
approved for-sale housing program, may be accepted by
the President; see Section IV: D.2)
For the purposes of this delegation, the dollar amount of a gift
shall be the amount of cash actually received; or, if in the form
of a pledge, the full amount pledged; or shall be equivalent to
the fair market value of securities or other property.
The above requirements apply even if the gift is received as part
of a previously approved fund-raising campaign.
Information on preparing Regents' Items may be found in Sec-
tion III: B.2.